We use unchanging, absolute-value metrics to make long-term investments in high-quality companies. Our process avoids investment bubbles and fads, enabling investors to build long-term wealth.

Why Frank Funds?

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Superior Process

Diversify your portfolio beyond the common indices.
Lower correlation and increase risk-adjusted returns.

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Experienced Teams

Our three portfolio management teams each have a minimum of 20 years of experience. Our track records stretch back nearly two decades.

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Active equity strategies adapt to changing market structures and conditions.
Portfolio managers can adjust to rapid macro shocks like Covid.

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Nimble Structure

We are independent managers not part of large banks. This enables us to move quickly in changing marketing environments without red tape.

Are you Looking for a Complete Wealth-Management Solution?

We design custom separately managed accounts investing directly in equities, bonds, and options. By investing directly in these instruments, we avoid double-fees other firms incur by investing your money in mutual funds, managed money accounts, and ETFs. Our research is conducted in-house, avoiding groupthink and conflicts of interest often seen in Wall Street firms. Our clients are sophisticated, high-net-worth individuals that know the value of going straight to the source.

Frank Value Fund Ticker Symbols:
Investor Class: FRNKX
Institutional Class: FNKIX

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West Hills Core Fund Ticker Symbol:

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Camelot Event Driven Fund

Camelot Event-Driven Fund Ticker Symbols:
Class A: EVDAX
Institutional Class: EVDIX

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